We have been asked to recruit for a Client Services Administrator for a company based in Wolverhampton.
Day to day you'll report into the Administration Lead, ensuring that client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard.
The company has been providing wealth services for over 20 years and is one of the largest practises in the country.
Posted by Artemis Recruitment Consultants Ltd • £23K/yr to £27K/yr
General
We are seeking a client services administrator to join a well-established financial services firm based near to Wolverhampton.
You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
Responsibilities
Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information.
An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James's Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees.
You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise.
You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path.